TPL
Todd P. Lowe Portfolio
Invests via Parthenon LLC | Managed by Todd P. Lowe
Invests via Parthenon LLC
Managed by Todd P. Lowe
Automatically Tracked
Todd P. Lowe Profile
With a diverse career trajectory, Todd P. Lowe has established himself as an influential figure in corporate finance and investment circles. His expertise encompasses operational leadership within various sectors, leveraging his experience to drive strategic growth initiatives and enhance shareholder value. Throughout his professional journey, he has held key positions that involve oversight of significant financial transactions and capital management strategies. This unique blend of executive capability coupled with entrepreneurial insight enables him to navigate complex market landscapes effectively, positioning him as a sought-after collaborator for businesses aiming to scale operations or pursue transformative opportunities.
With a diverse career trajectory, Todd P. Lowe has established himself as an influential figure in corporate finance and investment circles. His expertise encompasses operational leadership within various sectors, leveraging his experience to drive strategic growth initiatives and enhance shareholder value. Throughout his professional journey, he has held key positions that involve oversight of significant financial transactions and capital management strategies. This unique blend of executive capability coupled with entrepreneurial insight enables him to navigate complex market landscapes effectively, positioning him as a sought-after collaborator for businesses aiming to scale operations or pursue transformative opportunities.
Investment Philosophy & Strategy
With an emphasis on operational improvement, Todd P. Lowe adeptly identifies high-potential investment opportunities across various sectors. His approach is deeply informed by hands-on experience in leadership roles and a robust understanding of corporate dynamics. By prioritizing strategic growth initiatives, he seeks to enhance long-term value for stakeholders through thoughtful capital allocation and innovative market solutions. This focus on execution enables him to effectively address competitive pressures while fostering scalable business models that adapt to evolving economic conditions.
With an emphasis on operational improvement, Todd P. Lowe adeptly identifies high-potential investment opportunities across various sectors. His approach is deeply informed by hands-on experience in leadership roles and a robust understanding of corporate dynamics. By prioritizing strategic growth initiatives, he seeks to enhance long-term value for stakeholders through thoughtful capital allocation and innovative market solutions. This focus on execution enables him to effectively address competitive pressures while fostering scalable business models that adapt to evolving economic conditions.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
4.75%
Gain -0.12%
Monthly
-0.02%
Yearly
-0.25%
Drawdown
14.06%
$984.36M
Equity
Holdings
$984.36M
Investment
$322.01M
-$65.96B
Profit +$2.21M
Realized
-$66.63B
Unrealized
$677.07M
Dividends
$222.26M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.12%
Profit
$2.21M
Win %
86%
This Week
Compared To Last Week
Gain
0.54%
Profit
$5.32M
Win %
86%
This Month
Compared to last month
Gain
0.6%
Profit
$5.85M
Win %
86%
This Year
Compared to last year
Gain
2.38%
Profit
$22.92M
Win %
85%
GLW Corning Incorporated
+6.02%
+$2.2M 
CSCO Cisco Systems, Inc.
+4.54%
+$1M 
GEV GE Vernova Inc.
+3.96%
+$146,331.57 
FLEX Flex Ltd.
+3.96%
+$9,240 
AVGO Broadcom Inc.
+3.67%
+$8,379 
SMG Scotts Miracle-Gro Co.
+2.89%
+$33,703.7 
ETN Eaton Corporation plc
+2.89%
+$17,798.24 
JBL Jabil Inc.
+2.74%
+$16,500 
UG United-Guardian, Inc.
+2.57%
+$9,114.48 
LOW Lowe's Companies Inc.
+2.32%
+$12,389.07 
YUM Yum! Brands, Inc.
+2.1%
+$16,083.48 
WMT Walmart Inc.
+2.03%
+$480,133.95 
HD The Home Depot, Inc.
+1.97%
+$127,741.32 
SO The Southern Company
+1.97%
+$3,806.55 
AMZN Amazon.com Inc
+1.95%
+$10,586.87 
MDLZ Mondelez International, Inc.
+1.93%
+$152,547.74 
NKE Nike, Inc. - Class B
+1.91%
+$19,691.75 
CAT Caterpillar Inc.
+1.8%
+$6,120 
INTU Intuit Inc.
+1.8%
+$6,540.75 
MRK Merck & Co., Inc.
+1.72%
+$359,128.8 
PG Procter & Gamble Co
+1.69%
+$312,245.05 
ORCL Oracle Corporation
+1.61%
+$15,956.72 
Q Qnity Electronics Inc.
+1.6%
+$2,748.9 
RELL Richardson Electronics, Ltd.
+1.44%
+$26,545.32 
COHR Coherent Corp.
+1.42%
+$21,711.95 
ECL Ecolab Inc.
+1.35%
+$4,440 
COST Costco Wholesale Corporation
+1.32%
+$15,540.47 
LLY Eli Lilly and Company
+1.26%
+$56,373.51 
PAYX Paychex Inc.
+1.24%
+$307,528.68 
CL Colgate-Palmolive Company
+1.23%
+$29,135.16 
KVUE Kenvue Inc.
+1.15%
+$13,410.8 
TPB Turning Point Brands Inc.
+1.15%
+$20,770.2 
CB Chubb Limited
+1.13%
+$3,820.44 
F Ford Motor Company
+1.07%
+$1,445.47 
GE General Electric Company
+1%
+$67,304.35 
MO Altria Group, Inc.
+0.99%
+$28,962.09 
IWP iShares Russell Mid-Cap Growth ETF
+0.94%
+$1,960.42 
YUMC Yum China Holdings Inc.
+0.92%
+$1,999.48 
CHDN Churchill Downs Incorporated
+0.82%
+$46,498.56 
ADP Automatic Data Processing Inc.
+0.81%
+$9,870 
MSFT Microsoft Corp.
+0.78%
+$936,428.83 
T AT&T Inc.
+0.78%
+$3,496.76 
MRSH Marsh & McLennan Companies, Inc.
+0.77%
+$1,589.03 
COP ConocoPhillips
+0.74%
+$2,656.23 
JNJ Johnson & Johnson
+0.73%
+$222,146.15 
IAU iShares Gold Trust
+0.71%
+$2,035 
MCK McKesson Corporation
+0.68%
+$2,649.71 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.61%
+$4,519.68 
WM Waste Management, Inc.
+0.59%
+$3,050 
CINF Cincinnati Financial Corporation
+0.58%
+$2,820 
IVV iShares Core S&P 500 ETF
+0.55%
+$10,969.53 
IWB iShares Russell 1000 ETF
+0.55%
+$4,613.4 
SPY SPDR S&P 500 ETF Trust
+0.55%
+$9,389.1 
VOO Vanguard S&P 500 ETF
+0.55%
+$59,437.87 
CVX Chevron Corporation
+0.54%
+$12,812.73 
XLK State Street Technology Select Sector SPDR ETF
+0.53%
+$3,140.45 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.51%
+$10,344.13 
IVE ISHARES S&P 500 VALUE ETF
+0.5%
+$1,063.75 
SJM The J.M. Smucker Company
+0.49%
+$17,754.36 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.47%
+$1,464.3 
IWR iShares Russell Mid-Cap ETF
+0.47%
+$4,754.73 
BATRK Atlanta Braves Holdings, Inc.
+0.46%
+$50,715.6 
PM Philip Morris International Inc.
+0.46%
+$25,613.67 
MS Morgan Stanley
+0.44%
+$830 
BF-A Brown-Forman Corporation
+0.41%
+$2,002 
DIS The Walt Disney Company
+0.41%
+$30,400.02 
MA Mastercard Incorporated
+0.35%
+$2,473.56 
ABBV AbbVie Inc.
+0.35%
+$13,219.95 
GOOGL Alphabet Inc
+0.35%
+$183,298.97 
VGK Vanguard FTSE Europe ETF
+0.35%
+$6,676.8 
PFE Pfizer Inc.
+0.33%
+$4,046.58 
BF-B Brown-Forman Corporation
+0.3%
+$8,402.8 
DOV Dover Corporation
+0.3%
+$60,452.24 
XOM Exxon Mobil Corporation
+0.29%
+$82,387.2 
MMM 3M Company
+0.28%
+$3,447.45 
BRK-B Berkshire Hathaway Inc.
+0.25%
+$175,075.84 
V Visa Inc. Class A
+0.25%
+$1,503.84 
FAST Fastenal Co.
+0.24%
+$63,272.64 
BRK-A Berkshire Hathaway Inc.
+0.24%
+$10,740 
AAPL Apple Inc.
+0.22%
+$93,993.53 
GOOG Alphabet Inc
+0.22%
+$83,197.96 
MSI Motorola Solutions, Inc.
+0.2%
+$1,495.13 
EFA iShares MSCI EAFE ETF
+0.18%
+$439.47 
AXP American Express Company
+0.17%
+$35,204.59 
NVDA NVIDIA Corporation
+0.14%
+$1,360.08 
PEP PepsiCo, Inc.
+0.05%
+$6,065.34 
VB Vanguard Small-Cap ETF
+0.04%
+$79.8 
USB U.S. Bancorp
+0.04%
+$135.42 
VWO Vanguard FTSE Emerging Markets ETF
+0.02%
+$1,123.36 
STX Seagate Technology Holdings plc
-9.18%
-$162,920 
THRY Thryv Holdings Inc.
-7.38%
-$20,318.87 
ICLR ICON plc
-3.94%
-$522,255.92 
LRCX Lam Research Corporation
-3.44%
-$30,668.22 
SYK Stryker Corporation
-2.46%
-$263,088.17 
RSSS Research Solutions Inc.
-2.39%
-$19,614.2 
AMAT Applied Materials, Inc.
-2.21%
-$14,412.04 
CRM Salesforce Inc
-2.09%
-$272,663.43 
ABT Abbott Laboratories
-1.94%
-$41,465.52 
LSTR Landstar System Inc.
-1.27%
-$145,680.58 
SCHW Charles Schwab Corporation
-1.18%
-$153,514.4 
MDT Medtronic plc
-1%
-$52,626.88 
GWW W.W. Grainger, Inc.
-0.88%
-$3,383.98 
EW Edwards Lifesciences Corporation
-0.86%
-$1,894.5 
WAT Waters Corporation
-0.84%
-$106,928.82 
IWM iShares Russell 2000 ETF
-0.72%
-$9,712.44 
EEM iShares MSCI Emerging Markets ETF
-0.67%
-$2,886.96 
CVS CVS Health Corporation
-0.67%
-$65,059.18 
YETI FNCL Series 2007 Other Floating Rate Instrument
-0.67%
-$57,734.1 
VPL Vanguard FTSE Pacific ETF
-0.65%
-$24,046.33 
KR Kroger Co.
-0.63%
-$1,355.68 
UNH UnitedHealth Group Incorporated
-0.6%
-$1,118.7 
CLAR Clarus Corporation
-0.58%
-$24,833.24 
EMR Emerson Electric Co.
-0.57%
-$1,502.88 
RTX RTX Corporation
-0.56%
-$2,525.14 
BSX Boston Scientific Corporation
-0.49%
-$2,206.89 
BKNG Booking Holdings Inc.
-0.44%
-$66,780 
META Meta Platforms Inc Class A
-0.41%
-$203,981.21 
TFX Teleflex Incorporated
-0.4%
-$5,215 
KO The Coca-Cola Company
-0.39%
-$19,899.86 
JPM JPMorgan Chase & Co.
-0.33%
-$46,038.3 
RBCAA Republic Bancorp, Inc.
-0.32%
-$765 
MCD McDonald's Corporation
-0.25%
-$7,544.92 
TFC Truist Financial Corporation
-0.17%
-$728.96 
JCTC Jewett-Cameron Trading Ltd.
-0.17%
-$1,085.27 
IBM International Business Machines Corporation
-0.13%
-$1,749.57 
HSY The Hershey Company
-0.13%
-$4,691.4 
IJR iShares Core S&P Small-Cap ETF
-0.12%
-$9,514.39 
ZTS Zoetis Inc.
-0.11%
-$738.88 
MUB iShares National Muni Bond ETF
-0.1%
-$770 
VEU Vanguard FTSE All-World ex-US ETF
-0.08%
-$1,184.96 
EBAY eBay Inc.
-0.07%
-$160 
PNC The PNC Financial Services Group, Inc.
-0.05%
-$4,010.88 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.03%
-$1,723 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 7915 | Longs Won 5265/7915 66% | Profit Factor 0.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $265.18M |
| Average Win $8.47M | Best Trade (Sep 29) $3.21B | Sharpe Ratio -9.44 |
| Average Loss -$41.73M | Worst Trade (Jun 30) -$12.51B | Z-Score 5.75 (100%) |
| Commissions $0 | Avg. Trade Length 6y 2m 1w | Expectancy -$8.33M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 24 | 21 | 19 | 17 | 14 | 12 | 9 | 7 | 5 | 2 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 127,020 | $6.46M | $42.38M | - | $35.92M | 556.27% | +0.222% |
| ABBV AbbVie Inc. | 14,215 | $990,425.7 | $3.79M | - | $2.8M | 282.76% | +0.35% |
| ABT Abbott Laboratories | 21,374 | $777,306.77 | $2.1M | - | $1.32M | 169.92% | -1.938% |
| ADP Automatic Data Processing Inc. | 4,700 | $174,272.44 | $1.23M | - | $1.06M | 607.57% | +0.807% |
| AMAT Applied Materials, Inc. | 1,200 | $219,684 | $636,324 | - | $416,640 | 189.65% | -2.215% |
| AMZN Amazon.com Inc | 2,165 | $382,695.05 | $554,867.85 | - | $172,172.8 | 44.99% | +1.945% |
| AVGO Broadcom Inc. | 630 | $173,659.5 | $236,760.3 | - | $63,100.8 | 36.34% | +3.669% |
| AXP American Express Company | 66,425 | $6.51M | $20.23M | - | $13.72M | 210.9% | +0.174% |
| BATRK Atlanta Braves Holdings, Inc. | 211,315 | $8.64M | $11.08M | - | $2.44M | 28.22% | +0.46% |
| BF-A Brown-Forman Corporation | 18,200 | $454,466.48 | $489,580 | - | $35,113.52 | 7.73% | +0.411% |
| BF-B Brown-Forman Corporation | 105,035 | $1.28M | $2.77M | - | $1.48M | 115.49% | +0.305% |
| BKNG Booking Holdings Inc. | 95,400 | $7.57M | $15.04M | - | $7.47M | 98.69% | -0.442% |
| BRK-A Berkshire Hathaway Inc. | 6 | $820,702 | $4.55M | - | $3.73M | 454.28% | +0.237% |
| BRK-B Berkshire Hathaway Inc. | 136,778 | $12.95M | $69.15M | - | $56.2M | 434.04% | +0.254% |
| BSX Boston Scientific Corporation | 10,509 | $168,154.49 | $443,374.71 | - | $275,220.22 | 163.67% | -0.495% |
| CAT Caterpillar Inc. | 400 | $229,148 | $345,376 | - | $116,228 | 50.72% | +1.804% |
| CB Chubb Limited | 1,027 | $178,163.96 | $343,233.67 | - | $165,069.71 | 92.65% | +1.126% |
| CHDN Churchill Downs Incorporated | 72,654 | $862,460.2 | $5.68M | - | $4.82M | 558.84% | +0.825% |
| CINF Cincinnati Financial Corporation | 3,000 | $80,339.1 | $489,240 | - | $408,900.9 | 508.97% | +0.58% |
| CL Colgate-Palmolive Company | 27,486 | $1.05M | $2.4M | - | $1.35M | 128.69% | +1.23% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Todd P. Lowe?
The largest contributions to the portfolio's profits come from the following stocks: WAG - $3.78B, KRFT - $3.56B, KFT - $3.28B, 718154107 - $1.99B, and ONE - $1.72B. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: PVN - $24.88B, NCC - $16.56B, 30231g102 - $11.19B, WAMUQ - $6.82B, and HPQ - $5.03B. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Todd P. Lowe's portfolio generate?
The portfolio generates substantial dividend income, with a total of $222.26M earned over time. The largest contributors to dividend income include General Electric Company - $35.73M, Procter & Gamble Co - $12.13M, American International Group Inc - $12.09M, Paychex Inc - $11.58M, and Johnson & Johnson - $11.37M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Todd P. Lowe's monthly returns?
Todd P. Lowe's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Todd P. Lowe's strategy be considered aggressive or moderate?
Todd P. Lowe's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Todd P. Lowe's strategy?
Todd P. Lowe's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
2026 © Marketlog. All Rights Reserved.
